Advisor
When working with families, I bring a unique and important perspective to helping them achieve their financial peace of mind. I am a proud parent of six children, three of them with special needs. My personal experience of planning for their needs led me to discover the specialized knowledge required to plan for their unique legal and financial future, which inspired me to co-found the Special Needs Planning Center.
I have been working with families since 1994 and can help you build a plan to sustain your child’s level of care during and after your life, including funding, housing, support staff and authority for medical and financial matters.
I have been working with families since 1994 and can help you build a plan to sustain your child’s level of care during and after your life, including funding, housing, support staff and authority for medical and financial matters.
“I have a compassionate and steadfast commitment to helping families who have been blessed to have a child with special needs.”
I personally understand how overwhelming the process for tending to your family needs can be. Together, we can build a life plan that fits the unique needs for your family.
I am proud to be part of the community and have previously been involved with the Down Syndrome Buddy Walk, Camp and Courage, and the Rehab Institute of Kansas City. My wife and I live with our children in Lawson, MO.
I am proud to be part of the community and have previously been involved with the Down Syndrome Buddy Walk, Camp and Courage, and the Rehab Institute of Kansas City. My wife and I live with our children in Lawson, MO.
Primary Location
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.
